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Alleanza Espansione

6.001 -0.03%

Currency: EUR Date: 25/12/12

Trend

Last	Previous	Currency	Date	Chng
6.001	6.003	EUR	25/12/12	-0.03

Terms

Isin	N.Av.
Contract Type	N.D.
Currency	EUR
Class	N.Ap.
Risk Class	N.Ap.
Assogestioni Category	Azionari Internazionali
Declared Benchmark	100% MSCI AC World FREE EUR
Start Date	99/04/13
Advisor Name	N.Av.
Fund Asset Under Management	2,5599 at 24/12/31

Performance

Cumulatives
1 month	-0.02
Ytd	+2.14
1 year	+2.58
3 years	+41.83
5 years	+43.09

Yearly
11/30/2024	+25.40
11/30/2023	+13.82
11/30/2022	-16.90
11/30/2021	+16.82
11/30/2020	+5.66

Rating
N.Av.

Score
N.Av.

Company

Alleanza Assicurazioni Spa
Piazza Fidia 1 20159 - Milano
Tel. +39-0262961

Costs

Entrance (ACP)	Min: N.Av. - Max: N.Av.
Management	0.9
Reimbursement	N.Av.
Administrative	N.Av.
Switch	N.Av.
Tunnel	N.D.

Subscription

One Solution
Initial	N.Av. EUR
Integrative	N.Av. EUR

Accumulation Plan
Duration	N.Av.
Minimum Payment Unit	N.Av.
Initial Payment	N.Av.

Costs

Entrance (ACP)	Min: N.Av. - Max: N.Av.
Management	0.9
Reimbursement	N.Av.
Administrative	N.Av.
Switch	N.Av.
Tunnel	N.D.

Performance

Cumulatives
1 day	-0.03
1 week	-0.03
1 month	-0.02
3 months	+3.06
6 months	+11.38
From the beginning of the year	+2.14
1 year	+2.58
2 years	+29.75
3 years	+41.83
4 years	+24.17
5 years	+43.09

Yearly
11/30/2024	+25.40
11/30/2023	+13.82
11/30/2022	-16.90
11/30/2021	+16.82
11/30/2020	+5.66

Rating
N.Av.

Score
N.Av.

Efficiency Indicators

Sharpe 1 year	0.6038
Benchmark 1 year	N.Av.
Sharpe 3 years	0.8595
Benchmark 3 years	N.Av.
Sharpe 5 years	0.6078
Benchmark 5 years	N.Av.

Sortino 1 year	0.8386
Benchmark 1 year	N.Av.
Sortino 3 years	1.2714
Benchmark 3 years	N.Av.
Sortino 5 years	0.8641
Benchmark 5 years	N.Av.

Absolute

Standard Volatility
1 year	+16.41
3 years	+12.64
5 years	+13.58

Negative Volatility
1 year	+11.95
3 years	+8.53
5 years	+9.51

Benchmark

Standard Volatility
1 year	N.Av.
3 years	N.Av.
5 years	N.Av.

Negative Volatility
1 year	N.Av.
3 years	N.Av.
5 years	N.Av.

Updated Monthly - 25/11/28

Relative

Sharpe	0.8595
Sortino	1.2714
Bull Market	+4.45
Bear Market	-6.39

Benchmark	N.Av.
Benchmark	N.Av.
Benchmark	N.Av.
Benchmark	N.Av.

Three years data

Risk Class

N.Ap.

General

	1 year		3 years		5 years
	Pos.	Chng %	Pos.	Chng %	Pos.	Chng %
Performance 1 year 2,289 +3.89 3 years 2,401 +38.28 5 years 875 +40.97 Performance	2,289	+3.89	2,401	+38.28	875	+40.97
Total Volatility 1 year 0 +16.41 3 years 0 +12.64 5 years 0 +13.58 Total Volatility	0	+16.41	0	+12.64	0	+13.58
Negative Volatility 1 year 0 +11.95 3 years 0 +8.53 5 years 0 +9.51 Negative Volatility	0	+11.95	0	+8.53	0	+9.51
Sharpe Index 1 year 0 +0.60 3 years 0 +0.86 5 years 0 +0.61 Sharpe Index	0	+0.60	0	+0.86	0	+0.61
Sortino Index 1 year 0 +0.84 3 years 0 +1.27 5 years 0 +0.86 Sortino Index	0	+0.84	0	+1.27	0	+0.86

By Category

	1 year		3 years		5 years
	Pos.	Chng %	Pos.	Chng %	Pos.	Chng %
Performance 1 year 2,289 +3.89 3 years 2,401 +38.28 5 years 875 +40.97 Performance	2,289	+3.89	2,401	+38.28	875	+40.97
Total Volatility 1 year 0 +16.41 3 years 0 +12.64 5 years 0 +13.58 Total Volatility	0	+16.41	0	+12.64	0	+13.58
Negative Volatility 1 year 0 +11.95 3 years 0 +8.53 5 years 0 +9.51 Negative Volatility	0	+11.95	0	+8.53	0	+9.51
Sharpe Index 1 year 0 +0.60 3 years 0 +0.86 5 years 0 +0.61 Sharpe Index	0	+0.60	0	+0.86	0	+0.61
Sortino Index 1 year 0 +0.84 3 years 0 +1.27 5 years 0 +0.86 Sortino Index	0	+0.84	0	+1.27	0	+0.86

Legenda

Data provided by

Alleanza Espansione

Trend

Terms

Performance

Company

Costs

Subscription

Costs

Performance

Efficiency Indicators

Absolute

Benchmark

Relative

General

By Category

Insurance Funds - Alleanza Espansione: Performance, Terms, Fees, Risk, Rating